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Pin Oak Investment Advisors’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Pin Oak Investment Advisors’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-588
Closed -$19K – 442
2018
Q1 		$19K Buy
+588
New +$18.8K 0.02% 276

Other funds holding ROSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pin Oak Investment Advisors's ROSC Position: Q2 2018 in Review

Pin Oak Investment Advisors sold out of Hartford Multifactor Small Cap ETF (ROSC) in Q2 2018, closing a stake of 588 shares — an estimated $19K sold.

Pin Oak Investment Advisors first reported a position in ROSC in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 13 funds tracked by Wall St. Rank hold ROSC as of Q2 2018.

  • Pin Oak Investment Advisors reported no remaining Hartford Multifactor Small Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 588 Hartford Multifactor Small Cap ETF shares in Q2 2018, an estimated $19K.
  • Pin Oak Investment Advisors first reported a position in Hartford Multifactor Small Cap ETF in Q1 2018 and held it in 1 quarter.
  • Pin Oak Investment Advisors's Hartford Multifactor Small Cap ETF position peaked at $19K in Q1 2018.
  • 13 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q2 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.